Note: The job is a remote job and is open to candidates in USA. Equitable Advisors is dedicated to making a positive impact in the lives of its clients. The Wealth Manager role involves building client relationships, developing financial strategies, and consulting on financial products tailored to clients' needs.
Responsibilities
• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations
Skills
• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66 licensing
• Values-driven with a track record of success and accomplishment
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives
• Ability to work with and learn from top performers
• Must be authorized to work in the United States
Benefits
• $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Biweekly stable pay for up to your first 24 months as a financial professional
• Commissions and bonus
• Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
• FINRA Sponsorship provided for required FINRA licensing
• Comprehensive 120-day hands-on training
• Access to Equitable Advisors' Virtual University for continuous learning
• Opportunities for joint work and mentorship
• Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Access to Leadership Development School for those with management ambition
• Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• Wellness programs
• Employee resource groups
• "1,000 Hours of Giving Back," sponsored by our Women’s Network
• “Equitable Excellence,” which awards 200 college scholarships annually
Company Overview
• Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.